Maximize Your Future Using Our Year-End Financial Checklist

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The holiday season is in full swing, marked by festivities, celebrations, and a whirlwind of to-dos. Amidst the joyful chaos, it’s easy to overlook critical financial tasks that can profoundly impact your future. As we approach the end of the year, now is the perfect time to illuminate your financial path by reviewing our comprehensive year-end financial checklist.

While the holiday season brings cheer, it also signals the closing chapter of the financial year. Strategically managing your financial affairs at this juncture can set the stage for a prosperous new year. Here’s why the end of the year is a critical financial checkpoint:

1. Tax Planning Opportunities
Year-end is the opportune moment to explore tax planning strategies. Whether maximizing deductions, harvesting tax losses, or considering Roth conversions, a proactive approach can result in substantial tax savings.

2. Retirement Account Management
For those with retirement accounts, navigating required minimum distributions (RMDs) and considering qualified charitable distributions (QCDs) can optimize your retirement strategy and philanthropic efforts.

3. Investment Portfolio Review
A year-end review allows you to assess the performance of your investment portfolio. It’s an opportunity to rebalance, reallocate, and ensure your investments align with your risk tolerance and financial goals.

4. Estate Planning Checkup
Reviewing your estate plan ensures that it reflects your current wishes and circumstances. This includes revisiting beneficiaries, updating wills, and considering any changes in family dynamics.

Unlock the Power of the Year-End Financial Checklist

To make your year-end financial planning seamless, we’ve crafted your free ‘End-of-Year Checklist.’ This comprehensive guide covers essential financial areas, guiding you through the crucial steps needed for a robust financial strategy.

Download Your ‘End-of-Year Checklist’ Below

The RFG Wealth Advisory Blueprint Process: Elevate Your Financial Well-Being

As you embark on your year-end financial review, consider the profound impact of the RFG Wealth Advisory Blueprint Process. Our 9-topic deep dive into your financial well-being ensures a tailored plan that aligns with your aspirations and those of your heirs.

Connect with Chris Robinson: Your Guide to the Financial Future You Dream Of

RFG Wealth Advisory is located in Argyle, TX and ready to help elevate your financial journey. Call us at 940-464-4104 or schedule a 15-minute, no-obligation appointment at Let’s make your holiday season merry and your financial future bright.

At RFG Wealth Advisory, we uphold our fiduciary duty, always prioritizing your interests. Our commitment is to provide a simple, transparent fee structure, ensuring your peace of mind as we navigate your financial roadmap together.

This holiday season, let’s not only celebrate but also strategically plan for your financial well-being. Download your checklist, explore our Blueprint Process, and let’s embark on a journey to illuminate your financial path for the coming year.



Year-End Financial Checklist

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

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